Arthur J. Gallagher & Co. (NYSE:AJG) Stock Price Target Raised at Mizuho

Posted by Stanley Muller on Oct 31st, 2026

Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) had its price objective raised by Mizuho from $271.00 to $302.00 in a report released on Friday morning,Benzinga reports. They currently have an outperform rating on the financial services provider’s stock.

Several other analysts have also commented on AJG. Morgan Stanley dropped their price target on shares of Arthur J. Gallagher & Co. from $285.00 to $260.00 and set an “overweight” rating on the stock in a research report on Tuesday, October 6th. Jefferies Financial Group decreased their price objective on shares of Arthur J. Gallagher & Co. from $300.00 to $295.00 and set a “buy” rating for the company in a research report on Wednesday, September 30th. Argus increased their target price on shares of Arthur J. Gallagher & Co. from $267.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday, August 17th. Barclays raised their target price on Arthur J. Gallagher & Co. from $275.00 to $292.00 and gave the company an “overweight” rating in a research report on Tuesday, July 7th. Finally, Wolfe Research lowered Arthur J. Gallagher & Co. from an “outperform” rating to a “peer perform” rating in a research note on Thursday, July 9th. Fifteen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $286.53.

View Our Latest Research Report on AJG

Arthur J. Gallagher & Co. Trading Up 3.1%

Shares of NYSE:AJG opened at $276.46 on Friday. The company has a market capitalization of $70.86 billion, a PE ratio of 21.14, a PEG ratio of 1.53 and a beta of 0.55. Arthur J. Gallagher & Co. has a 12-month low of $190.75 and a 12-month high of $277.45. The business has a 50 day moving average of $248.41 and a two-hundred day moving average of $232.55. The company has a current ratio of 1.05, a quick ratio of 1.05 and a debt-to-equity ratio of 0.50.

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) last posted its earnings results on Thursday, October 29th. The financial services provider reported $3.00 earnings per share for the quarter, beating the consensus estimate of $2.99 by $0.01. Arthur J. Gallagher & Co. had a net margin of 10.39% and a return on equity of 13.97%. The firm had revenue of $3.92 billion during the quarter, compared to analyst estimates of $3.98 billion. During the same period in the previous year, the firm earned $2.32 EPS. The business’s quarterly revenue was up 19.6% on a year-over-year basis. As a group, analysts forecast that Arthur J. Gallagher & Co. will post 13.16 EPS for the current year.

Arthur J. Gallagher & Co. Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Monday, December 7th will be issued a $0.70 dividend. This represents a $2.80 annualized dividend and a yield of 1.0%. The ex-dividend date is Monday, December 7th. Arthur J. Gallagher & Co.’s payout ratio is presently 46.43%.

Insiders Place Their Bets

In other Arthur J. Gallagher & Co. news, VP Scott Hudson sold 12,000 shares of the firm’s stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $264.13, for a total transaction of $3,169,560.00. Following the completion of the sale, the vice president owned 90,262 shares of the company’s stock, valued at $23,840,902.06. This trade represents a 11.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, General Counsel Walter Bay sold 12,000 shares of the company’s stock in a transaction on Monday, August 24th. The shares were sold at an average price of $270.08, for a total value of $3,240,960.00. Following the completion of the transaction, the general counsel directly owned 71,292 shares in the company, valued at approximately $19,254,543.36. This trade represents a 14.41% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 28,500 shares of company stock valued at $7,562,950. 1.40% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Principal Financial Group Inc. increased its stake in Arthur J. Gallagher & Co. by 14.4% during the first quarter. Principal Financial Group Inc. now owns 3,242,088 shares of the financial services provider’s stock worth $702,182,000 after purchasing an additional 409,145 shares during the period. Gtcr LLC purchased a new position in shares of Arthur J. Gallagher & Co. in the first quarter valued at approximately $514,112,000. Janus Henderson Group PLC grew its holdings in shares of Arthur J. Gallagher & Co. by 5.4% in the first quarter. Janus Henderson Group PLC now owns 1,970,990 shares of the financial services provider’s stock valued at $426,887,000 after purchasing an additional 101,431 shares in the last quarter. Bank of America Corp DE grew its holdings in shares of Arthur J. Gallagher & Co. by 23.0% in the first quarter. Bank of America Corp DE now owns 1,854,488 shares of the financial services provider’s stock valued at $401,645,000 after purchasing an additional 346,409 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in Arthur J. Gallagher & Co. by 0.3% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,453,774 shares of the financial services provider’s stock worth $333,743,000 after buying an additional 3,905 shares during the period. Institutional investors and hedge funds own 85.53% of the company’s stock.

Trending Headlines about Arthur J. Gallagher & Co.

Here are the key news stories impacting Arthur J. Gallagher & Co. this week:

Positive Sentiment: Strong quarterly growth: Third-quarter revenue rose approximately 19.6% to $3.92 billion, while reported earnings increased to $3.00 per share from $2.32 a year earlier. Brokerage and Risk Management revenue grew 18%, supported by acquisitions, organic growth and margin expansion. Arthur J. Gallagher Announces Third Quarter 2026 Financial Results
Positive Sentiment: Acquisition strategy remains a catalyst: Gallagher completed five acquisitions during the quarter, representing approximately $102 million in annualized acquired revenue. Management also indicated it has roughly $12 billion of M&A capacity over the next two years, supporting expectations for continued expansion. Gallagher Signals $12 Billion M&A Capacity
Positive Sentiment: Analysts raised targets: Mizuho lifted its target to $302 from $271 and kept an “outperform” rating. Royal Bank of Canada raised its target to $315 from $290 and also rated the stock “outperform,” reinforcing the bullish view on Gallagher’s long-term earnings and acquisition opportunities. Mizuho Adjusts Price Target on Arthur J. Gallagher
Neutral Sentiment: Organic growth outlook maintained: Management held its 2026 organic-growth outlook near 6%, suggesting steady underlying demand even as acquisition activity remains central to the company’s growth model. AJG Q3 2026 Earnings Call Transcript
Negative Sentiment: Revenue missed expectations: Quarterly revenue of about $3.92 billion was below the roughly $3.98 billion analyst estimate. Some reports also characterized adjusted EPS of $3.00 as narrowly below a $3.01 consensus, with lower interest income cited as a factor. AJG Q3 Earnings and Revenues Miss on Lower Interest Income
Negative Sentiment: Valuation and leverage warrant monitoring: With the stock near its 52-week high, a forward-looking valuation above 45 times earnings and substantial borrowings, future performance may depend on Gallagher continuing to deliver acquisition synergies and organic growth.

Arthur J. Gallagher & Co. Company Profile

(Get Free Report)

Arthur J. Gallagher & Co is a global insurance brokerage, risk management and consulting company. The firm helps businesses, public entities and individuals identify, manage and transfer risk through insurance and related services.

Its operations include retail insurance brokerage, employee benefits consulting, wholesale brokerage, reinsurance brokerage, claims administration and risk management consulting. Gallagher places commercial and personal insurance coverage and provides services related to property and casualty risks, health care, benefits, and other specialized insurance needs.

Founded in 1927 by Arthur J.